Accounting and Tax Onboarding Manager

The wage for this position is $85,000 - $95,000 per year

This is a fully and permanently remote work from home opportunity with a growing and stable company available only in the following states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Passion: You champion our mission and think like an entrepreneur.
Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member's individual experiences.

The Role

This role will manage a specialized team, and oversee the new client onboarding process for the department. Responsibilities include conducting client interviews to help them understand the scope of the services provided, educate accounting and tax best practices, and guide through the fundamentals of the accounting software and support software set-up.

What You’ll Be Doing

• Select, coach, develop, train, lead and manage performance of a team comprised of specialized roles
• Conduct client interviews to onboard new clients to platform
• Effectively outline the client journey to client audience, setting expectations for needs and deliverables and ensuring timely completion of the onboarding process
• Support clients through the technical aspects of setting up bank feeds, accounting software connections, import automation, payroll import, vendor creation, and applicable logins
• Develop and understanding of small business clients’ business models and deliver high quality services to various clients in multiple industries
• Ensure the completion of clients’ beginning accounting balance set up – Initial business purchase transaction, account creation and classification, payroll entries, vendor creation, reporting dimensions, bank reconciliation, fixed assets, etc.
• Lead communication process with clients from the point of sales finalization to routine maintenance hand-offs
• Maintain consistent accounting onboarding policies and procedures across clients and team members
• Act as liaison between Client Success team and Accounting and Tax team to ensure the uniformed communication about the products, policies and service expectation are delivered to clients, and identify any issues or concerns

Additional Functions

• Create and maintain scalable workflow system by collaborating with various teams within the organization
• Create and maintain policies and support-material that detail best practices for accounting and tax operational activities
• Identify problem areas, devise and deliver solutions to enhance the quality of service and to prevent future problems.
• Participate in various special projects, including collaboration with internal departments
• Perform other duties as required

Salary : $85,000 - $95,000